LIM

Loudon Investment Management Portfolio holdings

AUM $181M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$265K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$990K
2
+$889K
3
+$682K
4
ADM icon
Archer Daniels Midland
ADM
+$662K
5
VFC icon
VF Corp
VFC
+$477K

Top Sells

1
+$800K
2
+$650K
3
+$605K
4
DE icon
Deere & Co
DE
+$481K
5
CMI icon
Cummins
CMI
+$432K

Sector Composition

1 Technology 14.35%
2 Industrials 12.03%
3 Healthcare 10.98%
4 Consumer Discretionary 9.67%
5 Energy 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.28M 4.01%
41,497
-712
2
$5.03M 3.82%
160,628
-3,318
3
$4.84M 3.67%
178,572
-1,687
4
$4.67M 3.55%
138,507
-484
5
$4.44M 3.37%
63,250
-2,990
6
$4.37M 3.32%
63,417
-1,916
7
$4.05M 3.08%
52,012
+420
8
$3.94M 2.99%
361,640
-10,700
9
$3.6M 2.73%
126,325
+1,535
10
$3.59M 2.72%
75,795
-454
11
$3.43M 2.6%
49,337
+436
12
$3.27M 2.48%
25,266
+515
13
$3.24M 2.46%
104,815
-600
14
$3.11M 2.36%
24,408
-865
15
$3.07M 2.33%
17,838
+5,160
16
$2.96M 2.25%
36,979
+1,250
17
$2.9M 2.2%
89,818
-800
18
$2.8M 2.13%
51,646
+8,804
19
$2.66M 2.02%
68,528
-1,138
20
$2.64M 2.01%
46,871
-815
21
$2.51M 1.9%
34,554
-150
22
$2.37M 1.8%
39,798
+350
23
$2.06M 1.56%
14,000
-45
24
$2.05M 1.55%
61,639
-24,070
25
$1.97M 1.49%
15,896
-3,894
1
2 3 4